issues in the context of the asset management business. - Provide general... regulatory advice, including interpretation and application of regulatory reforms to the business. - Offer legal guidance and advice for new investment product launches, including preparation... of disclosure d...
Title: Counsel, Marketing Review Job Responsibilities: The Counsel, Marketing Review will be responsible for supporting a diverse range of corporate legal needs related to the global sales, client servicing, and marketing activities of the company. Key responsibilities include: - Reviewing global marketing...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... the company's real estate investment funds as part of... the Legal Risk Sustainability Compliance (LRSC) Team. Responsibilities include: - Advising on legal and regulatory matters related to the formation, structuring, distribution/marketing,...
Director, B2B Payments Product Management Job Responsibilities: 1. Product Strategy, Development... and Management: - Define and lead... product strategy and portfolio management for the suite of... products within the B2B Payments organization. - Develop compelling product narratives and key value propositions to...
Title: Sr. Associate Counsel, People Legal Job Responsibilities: The Sr. Associate Counsel, People Legal, is a critical member of the People & Corporate Affairs Legal team at the company. This role involves providing expert advice and counsel to the People Team and...
Impact in the Wealth Management Industry Job Title:... United States of America Salary: Competitive Experience: 7+ years in Mergers and Acquisitions and corporate law About Kestra Holdings: - Industry-leading wealth management platforms for independent professionals... nationwide - Innovat...
with contract negotiations, project management, and contract lifecycle management.... The role involves managing... complex contract negotiations, particularly those concerning Data Center build-out and construction, as well as Networking master contracts with a focus on legal terms. The analyst must negotiate...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
and advisory services to investment management clients. Your duties... will include: - Performing detailed reviews of tax research, partnership work papers, allocations, and tax filings. - Coordinating and communicating with client contacts to gather necessary information for tax returns. - Training, mentoring, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and...
Title: Senior Product Manager, Core Banking Job Responsibilities: Develop and implement product strategy with a focus on initiatives requiring a deep understanding of the US Financial Services Industry to drive growth within the US market. Collaborate with cross-functional teams, including product, engineering,...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client retention...
for a range of duties aimed at providing exceptional service to clients in the alternative investment sector. Key responsibilities include... participating in compliance and consulting projects for multi-state alternative investment clients, which encompass hedge... funds, funds of funds, private equity,...
due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities. - Apply advanced project management skills to manage single... engagements from start to finish, seeking guidance from upper management as needed. - Explain each... step involved...
the timely execution of engagements and exceeding client expectations while supporting the overall delivery of the national TAS strategy. The M&A Tax (TAS) practice offers services including deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and r......
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Tax Senior within the Sustainability: Renewable Energy practice, the candidate will be responsible for advising clients on tax issues related to renewable energy projects. The ideal candidate will facilitate workstreams,...
Title: Tax Manager - Renewable Energy Job Responsibilities: As a Manager within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves managing renewable energy client engagements and targeting new...
Title: Manager, Enterprise Transformation Job Responsibilities: The Manager in the Enterprise Transformation Office (ETO) at the company holds a significant role in driving large-scale change across the organization. This involves supporting the development and execution of strategies and initiatives that align with...
the company’s real estate investment funds, ensuring adherence to... . securities laws, AIFMD, and other applicable global regulations. - Monitor regulatory developments and assess their impact on fund operations, identifying opportunities to modify or enhance the compliance program’s policies and...
Title: Lead Counsel, Data Center Development Job Responsibilities: - Assist the Infrastructure Data Centers Strategy (IDCS) Team with the development and expansion of data center campuses in the . Responsibilities include the purchase of real property, negotiation of economic development incentives, acquisition...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter authority on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate... risk i...
Legal Risk Sustainability Compliance (LRSC) Team. The primary responsibilities include developing, implementing, and overseeing the regulatory compliance framework for the company's real estate investment funds. This role requires... ensuring adherence to laws and regulations related to fund management, including securit...
Title: Senior Director, Software Sourcing Job Responsibilities: The Senior Director, Software Sourcing, is a leadership role within the Global Technology Sourcing organization at the company. The primary responsibility of this role is to manage a team of Category Leads who support Corporate...